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Financial Planning Services Advisors in Coral Gables, Florida
736 Results
Unclaimed

LPL Financial LLC

location

CORAL GABLES, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Juan Arrazola is a financial advisor with LPL Financial LLC in CORAL GABLES, FL. Juan has been in the financial services industry since 2023. Juan holds the Series 7TO and SIE licenses. Juan is registered with the state of Florida. Juan's previous experience includes working at MORGAN STANLEY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

CORAL GABLES, FL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Juda Eli Schechter is an investment advisor representative at Mariner Wealth and has been in the financial industry since 2003. Juda Schechter is registered with the state of Florida and has Series 6 and Series 65 licenses. Prior to working at Mariner Wealth, Juda Schechter was previously employed at Singer Xenos Securities, Corp. and MSEC, LLC. Juda Schechter holds a Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Coral Gables, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Judith Quinones is a registered investment advisor representative with Morgan Stanley, located in Coral Gables, FL. Judith has been working in the securities industry since March 2005 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Judith has passed the Series 7, Series 63, and Series 66 exams, as well as the Securities Industry Essentials (SIE) exam. Prior to joining Morgan Stanley, Judith worked at RBC Capital Markets, LLC, Chase Investment Services Corp., Stanford Group Company, and BNP Paribas Investment Services, LLC. Judith specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Coral Gables, FL

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Judith Pantoja is a financial advisor at Morgan Stanley. Judith has been in the industry since 1994. She is a registered representative in Florida, and holds the Series 7, SIE and Series 66 licenses. Judith has a background in general securities and has worked with a variety of clients, including individuals, families, businesses and institutions. Judith is committed to providing her clients with personalized financial advice and guidance, and she has a strong reputation for integrity and professionalism.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

UBS Financial Services Inc.

location

Coral Gables, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Julia Cornelio is a financial advisor with UBS Financial Services Inc., located in Coral Gables, Florida. Julia has been in the financial services industry since 2001, and has experience with both UBS International Inc. and UBS Warburg LLC. Julia is registered with FINRA and holds the Series 7, Series 66, and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Snowden Capital Advisors LLC | CFA ® (Certifications)

location

Coral Gables, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Julian Esses is a financial advisor at Snowden Capital Advisors LLC. Julian Esses is a Registered Representative and Investment Adviser Representative licensed in Florida. Julian Esses is also registered to provide investment advice in California, Colorado, Florida, Georgia, New Jersey, New York, and South Dakota. Julian Esses has a Series 66, Series 7TO, and SIE licenses. Julian Esses has over 10 years of experience in the financial services industry, having previously worked for firms such as Lazard Argentina, S.A and Lazard Panama, S.A. Julian Esses has a CFA designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Oppenheimer & Co. Inc.

location

CORAL GABLES, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Julian Anthony Fernandez is a registered representative with Oppenheimer & Co. Inc. and is located in the Coral Gables, FL branch office. Julian is also an Investment Advisor Representative. Julian has worked in the financial services industry for over 2 years. Julian holds two industry licenses: Series 99TO and the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

UBS Financial Services Inc.

location

Coral Gables, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Juliana Victoria is a financial advisor with UBS Financial Services Inc. Juliana has been a registered representative for over 16 years and has a Series 66, Series 7 and SIE license. Juliana specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Juliana is also registered in 12 states, including California, Colorado, Delaware, Florida, Massachusetts, New York, North Carolina, South Carolina, South Dakota, Texas, and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CORAL GABLES, FL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Juliana Suarez salazar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Juliana has 9 years of experience in the securities industry. Juliana is registered with the state of Florida and Texas. She is also a registered investment advisor representative in Florida and Texas. Juliana Suarez salazar has been active in the industry since April 2013. Previously, Juliana was employed at J.P. MORGAN SECURITIES LLC. Juliana holds Series 6, 7TO, SIE and Series 66 licenses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

J.p. Morgan Securities LLC

location

CORAL GABLES, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Julio C Cruz is a financial advisor registered with J.p. Morgan Securities LLC and has been in the industry since 2022. Julio is registered with the state of Florida and Illinois. Julio specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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